2010 -
2012 Associate Wealth Management Advisor with William S. Tippet, CLU,ChFC @
2010 -
2010 Soccer Coach @ Edison Park Celtic FC
2009 -
2010 Soccer Coach @ Hononegah Lions Soccer Club
2008 -
2010 Associate Financial Planner @
Matt Callaghan Education
National Louis University
Master's Degree
2014
-
2015
Western Illinois University
BBA
2006
-
2008
Marquette University 2003
-
2006
Hononegah Community High School 2000
-
2003
Matt Callaghan Skills
Estate Planning
Series 63
Financial Advisory
PowerPoint
Banking
Customer Relations
Fixed Annuities
Fixed Income
Insurance
Retirement Planning
Account Management
Financial Planning
Portfolio Management
Annuities
Data Analysis
Financial Modeling
Investments
Excel
Finance
Series 66
Investment Advisory
Asset Allocation
Strategic Planning
Asset Managment
Wealth Management
Compliance
Mutual Funds
Outlook
ChFC
Microsoft Office
Strategic Financial Planning
Uniform Combined State Law
Risk Management
Asset Management
Microsoft Excel
Credit
Training
Time Management
Customer Service
Long Term Care
Financial Analysis
Uniform Combined State
Coaching
Strategic Financial
Research
Financial Management
Word
Analysis
Series 7
Securities
Access
Matt Callaghan Summary
Matt Callaghan, based in Naperville, IL, US, is currently a Teacher at Naperville Community Unit School District 203. Matt Callaghan brings experience from previous roles at Naperville Community Unit School District 203, BMO Harris Private Banking, Northwestern Mutual and Edison Park Celtic FC. Matt Callaghan holds a 2014 - 2015 Master's Degree @ National Louis University. With a robust skill set that includes Estate Planning, Series 63, Financial Advisory, PowerPoint, Banking and more. Matt Callaghan has 2 emails and 1 mobile phone numbers on RocketReach.
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